Commercial Strategy & Intelligence

Decisions do not wait
for better data.

The problem is not imperfect data. It is committing real money to a decision somebody will ask you to justify. Commercial strategy for teams and business owners, built on a clear read of the market, competitors and pricing.

Discuss a Brief

Most commercial decisions rest on less evidence than they deserve.

Where to compete, what to charge, whether to launch, how to answer a competitor. These decisions cost real money, and they are usually made with partial data, an internal view nobody has tested, and a deadline.


The analysis that does exist rarely becomes a recommendation. It sits in a deck, the decision is made on instinct anyway, and nobody can explain afterwards why that option was chosen.

Four places a commercial decision goes wrong.

Each one is avoidable, and each one costs less to fix before the money is committed than after.

The market is defined wrongly

Size and share are measured against the wrong boundary, so growth looks easy or impossible for reasons that have nothing to do with the opportunity.

The price is set by habit

Prices follow cost-plus or the nearest competitor, without testing what a change would do to volume and margin, or what customers would actually accept.

Competitors are assumed, not read

Their moves are noticed after they happen. Pricing, distribution and launches usually signal intent well before that.

The analysis never becomes a recommendation

Plenty of numbers, no clear answer on where to compete, what to charge or how to position, so the decision defaults to instinct.

From a clear read of the market to a recommendation.

Strand One

Market Intelligence

Market, competitors and share

A clear read of the market from the sources that already exist, including where published data is thin or inconsistent.

  • Market size by volume and value, total and by category
  • Competitor share, pricing and route to market
  • Triangulation across published, trade and internal sources
  • A written method your team can rerun without us

Strand Two

Pricing

Options and scenarios

Pricing options modelled for their effect on volume, revenue and margin, including excise and regulatory scenarios where they apply.

  • Price positioning against the competitive set
  • Volume and margin response by scenario
  • Excise and regulatory modelling where relevant
  • Multi-year roadmaps rather than single moves

Strand Three

Commercial Strategy

Where to compete, how to win

The intelligence and the pricing turned into a recommendation leadership, a board or a business owner can act on.

  • Market and segment priorities
  • Positioning against competitors
  • Go-to-market and launch sequencing
  • A clear recommendation, with the reasoning shown

A recommendation is only as good as the reasoning behind it.

Anyone can produce an estimate or an opinion. What a board, an investor or a business partner asks is how you got there, and whether the same reasoning would still hold next year.


So every assumption is stated with the range it carries, every route to an estimate is shown, and the recommendation is written so your own team can follow it and revisit it.

Worth being direct about who this suits.

This is decision support for commercial choices that matter. It works best when there is a real decision on the table.

This fits if

  • You face a decision on markets, pricing, positioning or a launch that will cost real money.
  • The answer will be questioned by a board, investors, Finance or a regulator, and has to hold up.
  • The available data is partial or contested, and you need a defensible read rather than another report.
  • You can share internal sales, pricing and customer data.

This does not fit if

  • You need continuous market tracking rather than a decision-focused piece of work.
  • You need the analysis to support a conclusion that has already been reached.
  • A syndicated data subscription already answers the question.
  • The decision in front of you does not turn on the evidence.

The people who are good at this have usually been the client.

Producing a market number is not difficult. Producing one a business will plan against, spend against, and defend when somebody senior pushes back is a different discipline, and it tends to be learned from the inside rather than from an agency seat.


Modupe spent five years there. He led market intelligence for a multinational FMCG business, and built the standardised method his team used to size markets when the usual sources were missing. That method is what the intelligence work runs on.


It earned its place by overturning something. It contradicted what the business had believed about its own market for years, and the strategy changed once the numbers were in. The pricing and excise scenarios behind a three-year pricing roadmap came out of the same work.

"Producing a number is easy. Producing one you can still defend a year later is the job."

What an engagement involves.

Work is scoped to the decision rather than sold as a fixed package. Most engagements open with a short conversation about what the decision is and what it is worth, which settles how much analysis is worth paying for.

On your data

We work from your internal sales, pricing and customer data alongside public and trade sources. Commercial data stays with you. Nothing you share is reused, referenced or shown elsewhere, and a non-disclosure agreement is signed before anything is exchanged.

Strands

Market intelligence, pricing scenarios and commercial strategy

For

Commercial teams in large organisations, and owners of businesses already trading

Deliverable

A written recommendation, the evidence and assumptions behind it, and the scenarios modelled

You provide

Internal sales, pricing and customer data, and access to the people making the decision

Fee

Priced on enquiry, based on the scope of the decision

Tell us what the decision is.

What you are deciding, what it is worth, and what you already know. If a data subscription or an internal review would answer it faster, we will say so.